Creative Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.79M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.4M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $101K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $634K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $245K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $154K | Sell |
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|
2017
Q1 | $150K | Sell |
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|
2016
Q4 | $144K | Sell |
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|
2016
Q3 | $150K | Buy |
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|
2016
Q2 | $129K | Sell |
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|
2016
Q1 | $134K | Buy |
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|
2015
Q4 | $131K | Hold |
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|
2015
Q3 | $128K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $137K | Buy |
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|
2014
Q4 | $132K | Sell |
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|
2014
Q3 | $144K | Buy |
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|
2014
Q2 | $133K | Hold |
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|
2014
Q1 | $129K | Hold |
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|
2013
Q4 | $127K | Hold |
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|
2013
Q3 | $121K | Buy |
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|
2013
Q2 | $114K | Buy |
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